Omni Tax Managed Small Cap Fund Filter Stocks by Fundamentals
| BOTSXDelisted Fund | USD 18.13 0.00 0.00% |
Omni Tax Managed Small Cap fundamentals help investors to digest information that contributes to Omni Tax-managed's financial success or failures. It also enables traders to predict the movement of Omni Mutual Fund. The fundamental analysis module provides a way to measure Omni Tax-managed's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Omni Tax-managed mutual fund.
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Fund Asset Allocation for Omni Tax-managed
The fund invests 99.67% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.32%) and various exotic instruments (0.01%).Asset allocation divides Omni Tax-managed's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Omni Fundamentals
| Price To Earning | 14.70 X | |||
| Price To Book | 1.19 X | |||
| Price To Sales | 0.57 X | |||
| Total Asset | 909.86 M | |||
| One Year Return | (21.48) % | |||
| Three Year Return | (9.61) % | |||
| Five Year Return | (2.76) % | |||
| Net Asset | 909.86 M | |||
| Last Dividend Paid | 0.17 | |||
| Cash Position Weight | 0.32 % | |||
| Equity Positions Weight | 99.67 % |
About Omni Tax-managed Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Omni Tax Managed Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Omni Tax-managed using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Omni Tax Managed Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Omni Tax-managed in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Omni Tax-managed's short interest history, or implied volatility extrapolated from Omni Tax-managed options trading.
Pair Trading with Omni Tax-managed
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Omni Tax-managed position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Omni Tax-managed will appreciate offsetting losses from the drop in the long position's value.Moving together with Omni Mutual Fund
| 0.7 | VSIIX | Vanguard Small Cap | PairCorr |
| 0.7 | VISVX | Vanguard Small Cap | PairCorr |
| 0.61 | DFFVX | Us Targeted Value | PairCorr |
The ability to find closely correlated positions to Omni Tax-managed could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Omni Tax-managed when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Omni Tax-managed - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Omni Tax Managed Small Cap to buy it.
The correlation of Omni Tax-managed is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Omni Tax-managed moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Omni Tax Managed moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Omni Tax-managed can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
Other Consideration for investing in Omni Mutual Fund
If you are still planning to invest in Omni Tax Managed check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Omni Tax-managed's history and understand the potential risks before investing.
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